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How to Screen for Stocks With ChatGPT or Claude

A six-prompt workflow that turns a one-sentence stock screen into a checked short list, worked through on Reddit (RDDT), which passed the screen because its price fell 29% after its Q3 report.

Equibles 6 min read
How to Screen for Stocks With ChatGPT or Claude

A stock screener usually means a page of dropdowns and sliders. With Equibles connected to ChatGPT or Claude, you describe the stocks you want in one sentence, and the assistant turns it into filters and returns the matches, with the date of every dataset it used.

The screen is the easy part. The follow-up questions are where you find out why a stock looks cheap. This guide walks through six prompts, from a plain-English screen to a checked short list, worked through on Reddit (RDDT $96.15 +5.69%), which passes the screen for a reason worth knowing. Every answer below is real tool output from November 3, 2026.

Before you start

Connect the Equibles MCP server to your assistant once: ChatGPT setup or Claude setup. After that, the assistant picks the right tool on its own; you never type a tool name.

1. Describe the stocks you want

Find US stocks worth more than $2 billion that are profitable, grew revenue more than 20% in their latest quarter, have gross margins above 50% and trade below 30 times earnings. Skip anything that trades less than $10 million a day.

The assistant calls ScreenStocks with six filters: market value above $2 billion, trailing net income above zero, quarterly revenue growth above 20%, gross margin above 50%, a trailing P/E below 30 and average daily trading above $10 million.

  • 32 stocks matched, from Nvidia and Alphabet to Hinge Health and TransMedics.
  • The reply dates every column: prices from the November 2 close, short interest from FINRA's October 15 settlement, and institutional holder counts from 13F filings for the quarter ended June 30.

Ask the assistant to list the filters it used. Every number in your sentence should map to exactly one filter; if one is missing or different, say so and run it again. The same filters are on the stock screener (SCREENER) page.

2. Sort the list and read it

Sort those by revenue growth and show me the top ten.

The same tool, sorted:

  • Micron (379%), Sandisk (378%), Royal Gold (115%), Nvidia (106%), Chord Energy (84%), TG Therapeutics (70%), Franco-Nevada (57%), Western Digital (56%), Reddit (53%) and Hinge Health (53%).

Read the whole list, not just the top row. Two memory makers, two gold royalty companies and an oil producer sell commodities, so the prices of what they sell move their revenue. Reddit sells advertising and Hinge Health sells a health service, where growth depends on users and customers. Both kinds pass a growth filter; ask the assistant what drove the growth before you treat them alike. We'll take Reddit, the most familiar name of the ten.

3. Is it cheap, and compared with what?

Is Reddit cheap compared with its peers and with its own history?

The assistant calls GetValuationMultiples for the peer comparison and GetValuationMultiplesHistory for the history:

  • Against peers: 18.7 times trailing earnings, against a peer median of 49.2, but 5.4 times revenue (enterprise value over sales), against a peer median of 2.5. Only four peers report a P/E, so treat that median loosely.
  • Against itself: 53.4 times earnings in early February, after its 2025 results, against 18.7 now. Enterprise value was 28.1 times revenue in February 2025.
  • The price: $208.95 on October 31, 2025, and $91.73 on October 30, 2026.

Earnings rose over that time: net income was $283.3 million in Q3 2026, against $162.7 million a year earlier. The multiple fell because the price fell. When a fast-growing company gets cheap that quickly, the next question is why. The ratios are on Reddit's financials page.

4. Why did it get cheap?

Why did Reddit's stock fall after its last report? Summarize the call and the guidance, with the price move.

The assistant combines GetEarningsBrief, GetGuidance and GetStockPrices:

  • The quarter was strong: Q3 revenue of $895.0 million, up 53% from a year earlier and above the $860 million to $870 million management had guided. Q4 guidance is $1 billion to $1.03 billion.
  • The users were not: daily active uniques, Reddit's user count, grew 12% worldwide to 130.3 million but fell 2% in the US, and visits from search engines kept falling.
  • The stock fell 29.2% the next day, from $129.60 on October 29 to $91.73 on October 30.

The reason is in one answer on the call:

"During October, we have seen that search traffic has dropped by more than 1 million referrals on average per week. If this rate of decline continues, current trends would suggest that total DAUQs could fall in Q4 by a low double-digit percentage from our current base of 130 million DAUQs."

Steve Huffman, CEO, Q3 2026 earnings call

That is the trade-off the screen could not show you: record revenue and profits, and a warning that the user base may shrink next quarter. Read the full Reddit Q3 2026 earnings call by speaker, and our forecast for the quarter against the results, region by region.

5. Who is selling, and who is betting against it?

Have Reddit's insiders been buying or selling, and how much of the stock is sold short?

GetInsiderTransactions and GetShortInterest:

  • Insiders: officers and directors were net sellers of $46.9 million of stock over the 90 days to the screen, including director Jennifer Wong's sales on October 14 at $148.86 to $155.91 a share under a pre-arranged 10b5-1 trading plan. Sales under those plans are scheduled months ahead, so they say less than an open-market purchase would.
  • Short sellers: 21.6 million shares were sold short at the October 15 settlement, 5.1 days of average trading volume, up from 16.2 million shares at the end of April.

Reddit has two classes of common stock, so a short interest percentage depends on which shares you count. Days to cover avoids that. The details are on Reddit's insider trading and short interest pages.

6. Run the same screen on stocks you own

Which of these pass the same screen: Apple, Microsoft, Amazon, Reddit, Palantir, SoFi, Robinhood and Uber? For each one that fails, tell me which filter it fails.

ScreenStocks accepts a list of tickers, so you can score your own watchlist:

  • Only Reddit passes.
  • Palantir grew 92.8% but trades at 157 times earnings; SoFi grew 42.5% at 34.2 times.
  • Microsoft (18.8%), Apple (16.4%) and Amazon (12.1%) grew less than 20% in their latest quarter; Apple also trades at 39.6 times earnings, and its gross margin of 48.7% is just under the bar.
  • Robinhood and Uber dropped out completely: a stock missing one of the filtered numbers is excluded, and neither has a gross margin on file.

That last point is worth knowing before you trust any screen: a stock can fail because a number is missing, not because it is bad. Ask the assistant which filter removed it.

Put it together in one prompt

Screen US stocks worth more than $2 billion that are profitable, grew revenue more than 20% last quarter, have gross margins above 50%, trade below 30 times earnings and over $10 million a day. Sort by revenue growth. For the three most familiar names, compare the valuation with peers and with the company's own history, explain any big price drop since the last report from the earnings call, and list insider sales and short interest. Give the date of every number.

To go further, ask the same screen for European or Canadian listings, add a filter for insider buying, or ask which matches report earnings in the next two weeks.

How to check what the assistant tells you

  • Check the filters first: every number in your sentence should map to one filter in the tool call.
  • Read the data dates in the reply. Prices are a day old, short interest about three weeks, and institutional holdings a quarter or more.
  • A low multiple is a question, not an answer. In Reddit's case the answer was in the CEO's own words on the call.

The same six prompts work with any criteria you care about: change the numbers in the first sentence. Add Equibles to ChatGPT or Claude to screen the market your own way.

This guide is for education, not investment advice. Figures are as of November 3, 2026.

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